| Lineage current-state assessment | Establish readiness and risk | Metadata sources, coverage gaps, tooling, controls, ownership and limitations | Data leaders, architects, governance and risk teams |
| Lineage scope and coverage model | Prioritise implementation | Critical systems, data elements, reports, domains, granularity and exclusions | Programme sponsors and product owners |
| Target lineage architecture | Define how metadata is captured and connected | Scanners, APIs, parsers, repositories, catalogue integration and security boundaries | Architecture, platform and engineering teams |
| Configured lineage capability | Provide searchable lineage | Automated ingestion, relationships, transformations, ownership and classifications | Engineers, analysts, stewards and control teams |
| Validation and exception report | Document confidence and unresolved gaps | Coverage tests, trace samples, reconciliation results, unsupported patterns and actions | Assurance, audit and delivery teams |
| Operating model and playbook | Keep lineage reliable after launch | Roles, workflow, release integration, KPIs, support, issue handling and training | Governance, operations and platform owners |